Michael O Solis
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Citizens Securities, Inc.Jun 2024 to now
- ClarfeldApr 2024 to now
- Bollinger Canyon Little League/san Ramon Baseball Umpires AssociMar 2024 to now
- JP Morgan Chase Bank, N.A.Oct 2023 to Apr 2024
- J.P. Morgan Securities LLCSep 2023 to Apr 2024
- First Republic Investment Management, Inc.Aug 2016 to Oct 2023
- First Republic Securities Company, LLCAug 2016 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4708333
- Firm CRD
- 39550